Trust and Estate Tax Supervisor

Job Description

Withum’s Tax Services Group is comprised of tax specialists who ensure accurate and timely tax reporting and minimize or defer tax payments. They provide comprehensive tax strategies across international, US federal, state, and local regulations, including business, individual, state & local tax, R&D Tax Credit, and international and private client services.

Responsibilities

• Take a lead role on audit engagements, from planning to completion
• Supervise and mentor staff
• Build and maintain relationships with clients
• Review complex gift, estate, and fiduciary income tax returns
• Review fiduciary accountings for estates and trusts
• Provide tax planning and consulting to high net worth clients
• Research and consult on estate, gift, and trust-related issues
• Identify additional estate and income tax planning opportunities
• Manage, coach, and mentor staff, seniors, and supervisors
• Research and draft memoranda involving complex tax matters
• Identify and implement tax planning opportunities
• Oversee complete tax research projects for various clients and industries
• Manage multiple engagements concurrently with various teams
• Conduct constructive discussions with team members on evaluations
• Serve in professional development programs as an instructor or discussion leader

Qualifications

• Bachelor's degree in accounting, Masters of Science in Taxation preferred
• CPA License (preferred)
• At least 4 years of public accounting experience
• Exceptional client service and communication skills
• Strong leadership, training, and mentoring skills
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills

Benefits

The compensation for this position ranges from $95,000 to $150,000 annually. Withum offers a competitive benefits package and bonus program based on individual and firm performance. Visit our website for more details.